Channel Marketing Analyst (Wealth Management)

Advisor Marketing & Business Development

Serve as the primary marketing contact for assigned advisor and portfolio management teams, building strong relationships and understanding each team’s client service and growth objectives.

Coordinate the development of customized marketing materials, presentations, communications and client-facing collateral.

Support team business development initiatives, including prospect campaigns, referral programs and networking opportunities.

Collaborate with advisors and teams to identify marketing opportunities aligned with target client segments and strategic priorities.

Client Communications

Execute client communication strategies, including market updates, invitations and announcements.

Ensure communications reflect the firm’s brand standards while supporting team-specific relationship goals.

Coordinate with subject matter experts to develop timely and relevant client content.

Events & Client Experience

Plan and execute client events and post-event follow-up and reporting.

Partner with teams to deliver high-quality experiences that strengthen client relationships and support new business opportunities.

Marketing Coordination

Manage project timelines and coordinate with internal creative, digital, events and compliance partners.

Ensure projects are completed accurately and on schedule.

Monitor initiative performance and provide insights to improve future marketing initiatives.

Qualifications

Bachelor’s degree in Marketing, Communications, Business or related field.

2–4 years of experience in marketing, client engagement, communications, events or business development, preferably within financial services, wealth management, professional services or another relationship-driven industry.

Exceptional written and verbal communication skills.

Strong project management and organizational abilities with excellent attention to detail.

Ability to manage multiple priorities in a fast-paced environment.

Proficiency with Microsoft Office and familiarity with CRM and marketing automation platforms is a plus.

What You’ll Do

This role offers the opportunity to work closely with client-facing teams to bring marketing strategies to life—from developing client communications to creating business development materials that help deepen relationships and drive growth. You’ll play an important role in delivering a consistent, high-touch marketing experience that supports advisors and portfolio management teams and the clients they serve.